Group 1 - The Japanese Liberal Democratic Party (LDP) has scheduled its presidential election for October 4, marking an active power struggle in the "post-Ishiba" era [2][4] - Candidates who participated in the previous presidential election are expected to be key players in this election, with the threshold for gathering 20 recommendations from party members raised [2][5] - The number of LDP members in the Diet has decreased, making it more challenging for candidates to secure the necessary recommendations [7][9] Group 2 - Former Economic Security Minister Takashi Saito and other potential candidates are likely to have a similar lineup in the 2025 presidential election as in 2024, given the short time frame [5] - The number of LDP members eligible to recommend candidates has dropped from 368 to 295, a reduction of about 70 members, complicating the process of gathering recommendations [7][9] - Candidates like Sanae Takaichi have seen the largest drop in potential recommendations, losing 9 supporters due to non-elected members, while others like Yoshihide Suga and Yoshihisa Inoue have also experienced declines [8][9] Group 3 - The political landscape for the LDP has changed significantly since the last presidential election, as the party is now a minority in both houses of the Diet [9] - To win the prime ministerial election, candidates must navigate the challenge of opposition parties not fielding a unified candidate [9] - There is a possibility that recommendations may shift among candidates as the election date approaches, with potential for previously secured recommendations to be redirected [9]

Group 1 - The Nikkei average index rebounded on September 10, closing at 43,837.67 points, an increase of 378.38 points (0.87%) from the previous trading day, marking a new historical high [2][4] - The rise in the Nikkei index was supported by the strong performance of the US stock market, where major indices, including the Dow Jones Industrial Average and the Nasdaq Composite, reached historical highs on September 9 [4] - The market sentiment was bolstered by the expectation of a potential interest rate cut in September, following the annual revision of US employment data, which provided reassurance to buyers [4]

显示日经平均股指的屏幕（9月9日上午，东京都中央区） 在日本股市，举行自民党总裁选举是买盘的重要利好因素。原因是政治不确定性消退，市场 对大规模经济对策的期待升温。岸田文雄宣布辞职后的5个交易日上涨5％，菅义伟宣布辞职 时也上涨5％。石破茂…… 在日本股票市场上，举行自民党总裁选举是买盘的重要利好因素。原因是政治前景的不确定 性消退，市场对大规模经济对策的期待升温。而且过去出现类似倾向的经验也让人感到安 心。但目前参众两院均出现少数执政党的特殊局面，此外债券市场也对日本财政支出膨胀产 生了警惕意识，"总裁选举是买入时机"的规律显示出动摇迹象。 支撑这一行情的因素并非仅此一项。目前自民党在众参两院均处于少数派地位，新政府必须 与主要在野党中的某一方展开合作。新政府极有可能采纳在野党提出的扩张性财政政策，短 期内这会对股市形成利好。股市中"后石破"交易的势头正在增强。 9月9日，日经平均股指报收于4万3459点，较前一交易日下跌184点（跌幅0.4％），4个交 易日以来首次下跌。在截至9月8日的3个交易日内上涨超过1700点，此次是投资者对急剧上 涨的股市提高警惕引发了获利抛售。当天上午，日经平均股指一度在交易时 ...

作为东京电玩展白金赞助商，红牛日本公布了此次支持内容的第 1弹。将 设 置 向国内外 传 播 TGS 最新信息等的「 Red Bull Creator Club 」， 举办 「 Red Bull 283 Academy 」的决 赛 ， 举办 Tetris 国 际 大会的日本大会决 赛 「 Red Bull Tetris Japan Final 」 。 日经Gaming是2025年7月创刊的"以商业视点出发的游戏媒体"。日经BP利用在经营、技术、消费、营销各领域培养的采访力、信息发布力，从商 业角度出发，发布游戏及其周边产业的最新动向、商业模式。 以下文章来源于日经Gaming ，作者日经Gaming 日经Gaming . 日经 Gaming 是日经 BP 旗下专业游戏媒体。以商务视点出发，经营、消费、营销为切口，传递游戏及关联领域的最新动向。 编者荐语： TGS2025 红 牛 的主 概念" PRESS START " 日本 红 牛作为东 京 电 玩展 2025 （ TGS ）的白金 赞 助商于 2025 年 7 月 25 日 发 表了 支持内容的第 1 弹 。主概念是" PRESS START "。除 了 ...

Core Viewpoint - The Chinese government's domestic demand stimulation policies have supported corporate performance, with a notable increase in net profits for listed companies in the first half of 2025, marking a return to positive growth after three years of decline [2][4]. Group 1: Corporate Performance - Approximately 5,300 companies listed in mainland China reported a total net profit of 1.6 trillion yuan in the first half of 2025, reflecting a year-on-year increase of 1% [4]. - The steel industry saw a significant profit increase, with profits rising 2.6 times, while machinery profits grew by 18% [4][5]. - Major companies like Sany Heavy Industry reported a 12% increase in overseas revenue and a 46% increase in net profit [5]. Group 2: Sector-Specific Growth - The home appliance sector benefited from government subsidies, resulting in a 13% profit increase, with Midea Group achieving a 25% profit growth [7]. - Semiconductor-related companies experienced a notable profit increase of 33%, with NAURA's revenue growing by 30% and SMIC's profit rising by 40% [7]. Group 3: Underperforming Sectors - The real estate sector faced significant challenges, with nearly half of the 100 listed companies reporting losses, including Vanke and Evergrande [9]. - The photovoltaic industry continued to struggle with losses due to oversupply, affecting major players like JinkoSolar and LONGi Green Energy [9]. - The automotive sector also saw a slight profit decrease, with companies like Guangzhou Automobile Group reporting losses and BYD's profit growth rate declining compared to the previous year [9]. Group 4: Economic Outlook - Despite some positive indicators from economic stimulus measures in the first half of 2025, signs of deceleration emerged post-July, with overall revenue for the 5,300 companies falling below the previous year [9]. - Economic growth rates for the second half of 2025 are projected to be between 4.4% and 4.6%, with expectations of a decline below 4% in 2026 [9].

Group 1 - Toyota is restructuring its U.S. production by reducing the number of Lexus production bases from two to one, with plans to export some Lexus models from Japan and increase local production of hybrid vehicles [2][4] - The production of the Lexus ES in Kentucky will shift to Japan for the next-generation model expected to launch in 2026, leaving Indiana as the sole production site for Lexus in the U.S. [6] - The Kentucky plant, currently producing popular hybrid models like the Camry and RAV4, will increase hybrid production after Lexus manufacturing ceases [8] Group 2 - The U.S. government imposed a 25% tariff on imported cars, which was later reduced to 15%, but still significantly higher than the previous 2.5% rate, impacting the cost structure for companies [4] - Toyota anticipates a total cost burden of 1.4 trillion yen for the fiscal year due to tariffs, prompting a shift towards increased localization of production [8] - Other Japanese automakers, such as Nissan and Mazda, are also adapting to tariff impacts by shifting production to the U.S. and raising vehicle prices [10]

Core Viewpoint - Apple has launched the new iPhone 17 series, including a new model "Air," which is the thinnest iPhone ever at 5.6mm, aiming to boost demand through innovative design [1][3]. Pricing and Specifications - The iPhone 17 series includes four models: iPhone 17 (6.3 inches), Air (6.5 inches), 17 Pro (6.3 inches), and 17 Pro Max (6.9 inches), with pre-orders starting on September 12 and official release on September 19 [1][5]. - The starting price for the Air model is $999 in the U.S. and ¥159,800 in Japan, while the iPhone 17 starts at $799 in the U.S. and ¥129,800 in Japan [4][5]. - All models have a minimum storage capacity of 256GB, an increase from the previous generation's 128GB for the base model [4][7]. Design and Features - The Air model features a single rear camera and supports only eSIM, while the other three models also support eSIM but may vary by region [3][4]. - All four models are equipped with Apple's proprietary generative AI, "Apple Intelligence," and the latest custom semiconductor, "A19 Pro," enhancing data processing capabilities [3][4]. Price Adjustments - Due to the depreciation of the Japanese yen, prices for the new models in Japan have increased by ¥5,000 compared to the previous generation [4][6]. - The pricing strategy appears to be a response to increased costs from tariffs imposed by the U.S. government, with projections indicating an additional cost of $800 million in Q2 2025 and $1.1 billion in Q3 2025 [7]. CEO Statement - Apple's CEO Tim Cook emphasized the importance of thoughtful design in every detail of the new products, highlighting the company's commitment to innovation [8].

中国访日客消费减少，奢侈品在日本陷入苦战 原创 阅读全文 日经GO ...

日经平均指数在盘中首次突破4万4000点大关（9月9日上午） 如果预期PER超过18倍，将是自2021年5月以来的4年4个月的新高。当时，新冠疫情的影响 已在一定程度上可以预见，企业重新开始公布业绩预测，处于PER水平下调的局面。相比之 下，此次是自日本股市开始上涨的2023年以来的最高点，反映出投资者对未来的强烈期待。 日本经济新闻（中文版：日经中文网）石川智寻、犬嶋瑛 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容： 以自民党总裁选举为交易线索的日股买盘一度占据上风，但获利抛售压力很强，收盘跌184 点…… 在9月9日的东京股票市场，日经平均指数在盘中首次突破4万4000点大关。与上一交易日相 比涨幅一度超过500点。在估值（投资尺度）方面，以日经平均指数为基准的预期PER（市盈 率）逼近"从未触及"的18倍左右。海外投资者的购买余力被认为仍很大，以自民党总裁选举 为交易线索的日本股票买盘一度占据上风。另一方面，获利抛售的压力也很强，日经平均指 数在之后转为下跌。 当日的收盘价为4万3459点，比上一日下跌1 ...

吉行和子 日经中文网 https://cn.nikkei.com 吉行和子出生于日本东京都。高中在学期间进入"剧团民艺"的附属研究所，1957年凭借舞台 剧《安妮的日记》主演角色而受到瞩目。代表作包括电影《二哥》（日语名：にあんちゃ ん）、舞台剧《少女假面》等。在日本导演大岛渚执导的电影《爱之亡灵》（1978年）中， 她饰演了杀害丈夫的女主角。 吉行还出演过《三年B组金八先生》、《长不齐的苹果们》等多部热门电视剧。 她的的父亲吉行荣助是位诗人，母亲吉行安久利是日本美发师的先驱级人物，也曾成为日本 NHK电视台晨间连续剧主人公的原型。哥哥吉行淳之介、妹妹吉行理惠均是日本芥川奖获奖 作家。吉行和子本人也以随笔作家的身份活跃于文坛。 2021年5月，吉行和子曾在《日本经济新闻》上连载《我的履历书》。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 吉行和子1957年凭借舞台剧《安妮的日记》主演角色而受到瞩目。她曾出演电影《爱之亡 灵》以及《三年B组金八先生》、《长不齐的苹果们》等多部热门电视剧，还是一位随笔作 家…… 曾出演众多电影和电视剧的日本女演员吉行和子9月2日因肺炎去世，享年90岁 ...